Syon Capital’s Hartford AAA CLO ETF TRPA Stock Holding History

Syon Capital’s Portfolio TRPA Stock Details TRPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,829	Closed	-$461K	–	670
2024 Q4	$461K	Buy	+11,829	New	+$463K	0.04%	303

Other funds holding TRPA

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Syon Capital's TRPA Position: Q1 2025 in Review

Syon Capital sold out of Hartford AAA CLO ETF (TRPA) in Q1 2025, closing a stake of 11,829 shares — an estimated $461K sold.

Syon Capital first reported a position in TRPA in Q4 2024 and held it in 1 quarter. The position peaked at $461K in Q4 2024. 27 funds tracked by Wall St. Rank hold TRPA as of Q1 2025.

Syon Capital reported no remaining Hartford AAA CLO ETF position as of Q1 2025 after selling out during the quarter.
Syon Capital sold 11,829 Hartford AAA CLO ETF shares in Q1 2025, an estimated $461K.
Syon Capital first reported a position in Hartford AAA CLO ETF in Q4 2024 and held it in 1 quarter.
Syon Capital's Hartford AAA CLO ETF position peaked at $461K in Q4 2024.
27 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q1 2025.

Based on Syon Capital's 13F filing for Q1 2025, filed 15 May 2025.